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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
826
Mark Sheptoff Financial Planning
Connecticut
$924K -$60.3K -486 -6%
GCA
827
Gideon Capital Advisors
New York
$920K +$899K +7,248 New
KA
828
Kovack Advisors
Florida
$916K +$473K +3,812 +112%
PFPT
829
Pinnacle Financial Partners (Tennessee)
Tennessee
$908K +$148K +1,195 +20%
KJHP
830
K.J. Harrison & Partners
Ontario, Canada
$908K +$887K +7,150 New
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$900K -$13.8K -111 -2%
FTIOP
832
Fiduciary Trust International of Pennsylvania
Pennsylvania
$897K -$63.5K -512 -7%
IC
833
Intersect Capital
California
$886K +$654K +5,271 +309%
ASN
834
Advisory Services Network
Georgia
$873K -$145K -1,169 -15%
PC
835
Palo Capital
California
$872K +$484K +3,898 +131%
AAM
836
AR Asset Management
California
$870K +$37.2K +300 +5%
PVWM
837
Point View Wealth Management
New Jersey
$859K +$254K +2,049 +43%
YP
838
Yellowstone Partners
Idaho
$858K +$34.7K +280 +4%
SLG
839
Stanley-Laman Group
Pennsylvania
$857K -$758K -6,106 -48%
DWT
840
Dorsey & Whitney Trust
South Dakota
$856K -$2.98K -24 -0.4%
LIA
841
LBMC Investment Advisors
Tennessee
$855K +$7.45K +60 +0.9%
AAS
842
Annex Advisory Services
Wisconsin
$850K +$95.1K +766 +13%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$845K -$108K -870 -12%
ITIM
844
Indiana Trust & Investment Management
Indiana
$844K +$172K +1,385 +26%
FG
845
Fiduciary Group
Georgia
$843K -$65.6K -529 -7%
FCH
846
Freestone Capital Holdings
Washington
$843K +$105K +844 +15%
HHC
847
Hutchin Hill Capital
New York
$838K -$906K -7,300 -53%
WAM
848
Wealthspire Advisors (Maryland)
Maryland
$836K -$220K -1,773 -21%
CPS
849
Counsel Portfolio Services
Ontario, Canada
$834K -$3.11M -25,086 -79%
EWM
850
Evercore Wealth Management
New York
$832K -$55.6K -448 -6%